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The Financial Needs Analysis

The Financial Needs Analysis. And CallAtlanta. CallAtlanta. Manage your clients and prospects. Deliver insurance recommendations that illustrate coverage and cost over the years. Create mutual fund hypothetical presentations. Use "what-if" scenarios to advise clients on IRA options.

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The Financial Needs Analysis

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  1. The Financial Needs Analysis And CallAtlanta

  2. CallAtlanta • Manage your clients and prospects. • Deliver insurance recommendations that illustrate coverage and cost over the years. • Create mutual fund hypothetical presentations. • Use "what-if" scenarios to advise clients on IRA options. • Show the benefits and how to eliminate debt.

  3. CallAtlanta

  4. Personal Data

  5. Retirement

  6. Income Protection

  7. Debt

  8. Education

  9. Assumptions - Protection

  10. Assumptions - Debt

  11. Assumptions – Rates & Retirement

  12. Triplicate of Choice

  13. Organizing the FNA • Cover Page • Blueprint for Financial Security • Financial Position • Retirement Needs • Retirement Summary • Debt Elimination Summary • Debt Elimination Solution • Education • Budget Worksheet • Income Protection Needs • Income Protection Solutions (Triplicate)

  14. Psychology of the FNA • Create an FNA with the close in mind. • Be encouraging (Find 2 Praise Items). • Stay close to their dollar commitments. • Make it doable. • The goal is to implement the plan at some level.

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